See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,480 | $197,591-71.4% | $177,821-68.2% | $158,922-64.5% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.7pp |
| Annual return | 19.68% | 58.76%-39.1pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $5,742 | $6,697-14.3% | $5,918-3.0% | $4,761+20.6% |
| Participant deferral / active EE | $12,089 | $8,405+43.8% | $7,714+56.7% | $5,982+102.1% |
| Admin fee / account holder | $10,471 | $15,399-32.0% | $12,427-15.7% | $11,246-6.9% |